John Froley

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Consumer Services

Profile

John Dominick Froley worked as a Principal at Gabelli Funds LLC and Equitable Advisors LLC, a Senior Analyst at Van Kasper & Co., and a Principal at Bank of America California, National Association.
He also worked as a Wealth Manager at JPMorgan Private Wealth Advisors LLC from 2017 to 2023.
Froley received an undergraduate degree from the University of California, Santa Barbara.

Former positions of John Froley

Companies	Position	End
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Portfolio Manager-Equities	01/06/2023
Gabelli Funds LLC Gabelli Funds LLC Investment ManagersFinance Gabelli Funds' approach to security analysis includes among other things fundamental research, industry research, personal visits with management and company published data. They also use data published in the financial media. Their portfolio managers may also make use of third party sell-side brokerage research.	Corporate Officer/Principal	-
Van Kasper & Co. Van Kasper & Co. Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	-
Equitable Advisors LLC Equitable Advisors LLC Investment ManagersFinance Equitable Advisors’ Policy Advisory Committee (PAC) oversees the firm’s financial planning policies, such as review of financial planning tools to help ensure the presentation of quality financial planning advice. The firm uses various methods of analysis and investment strategies when developing a financial plan, formulating investment advice, or managing assets.	Corporate Officer/Principal	-
Bank of America California, National Association Bank of America California, National Association Major BanksFinance Nationally chartered commercial bank	Corporate Officer/Principal	-

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Training of John Froley

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Linked companies

Private companies	6
Gabelli Funds LLC Gabelli Funds LLC Investment ManagersFinance Gabelli Funds' approach to security analysis includes among other things fundamental research, industry research, personal visits with management and company published data. They also use data published in the financial media. Their portfolio managers may also make use of third party sell-side brokerage research.	Finance
Equitable Advisors LLC Equitable Advisors LLC Investment ManagersFinance Equitable Advisors’ Policy Advisory Committee (PAC) oversees the firm’s financial planning policies, such as review of financial planning tools to help ensure the presentation of quality financial planning advice. The firm uses various methods of analysis and investment strategies when developing a financial plan, formulating investment advice, or managing assets.	Finance
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Finance
Van Kasper & Co. Van Kasper & Co. Investment Banks/BrokersFinance Provides investment banking services	Finance
University of California, Santa Barbara University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank of America California, National Association Bank of America California, National Association Major BanksFinance Nationally chartered commercial bank	Finance

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